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Kestra Private Wealth Services’s Vanguard Total Bond Market BND Stock Holding History

Kestra Private Wealth Services’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.97M Buy
81,072
+4,022
+5% +$298K 0.07% 282
2025
Q4 		$5.71M Buy
77,050
+6,554
+9% +$488K 0.07% 286
2025
Q3 		$5.24M Sell
70,496
-12,468
-15% -$918K 0.07% 293
2025
Q2 		$6.11M Sell
82,964
-9,835
-11% -$715K 0.09% 248
2025
Q1 		$6.82M Sell
92,799
-9,125
-9% -$662K 0.11% 205
2024
Q4 		$7.33M Buy
101,924
+299
+0.3% +$21.9K 0.12% 183
2024
Q3 		$7.63M Sell
101,625
-63,538
-38% -$4.7M 0.14% 163
2024
Q2 		$11.9M Buy
165,163
+23,004
+16% +$1.65M 0.24% 93
2024
Q1 		$10.3M Buy
142,159
+55,299
+64% +$4.01M 0.23% 103
2023
Q4 		$6.39M Buy
86,860
+19,267
+29% +$1.36M 0.16% 157
2023
Q3 		$4.72M Buy
67,593
+14,099
+26% +$1.01M 0.15% 162
2023
Q2 		$3.89M Buy
53,494
+30,682
+134% +$2.25M 0.13% 174
2023
Q1 		$1.68M Buy
22,812
+6,656
+41% +$487K 0.07% 301
2022
Q4 		$1.16M Buy
16,156
+1,056
+7% +$75.6K 0.06% 337
2022
Q3 		$1.08M Sell
15,100
-474
-3% -$35.5K 0.06% 322
2022
Q2 		$1.17M Sell
15,574
-3,569
-19% -$272K 0.07% 309
2022
Q1 		$1.52M Sell
19,143
-792
-4% -$64.7K 0.08% 277
2021
Q4 		$1.69M Buy
19,935
+1,415
+8% +$121K 0.08% 265
2021
Q3 		$1.58M Buy
18,520
+247
+1% +$21.3K 0.09% 253
2021
Q2 		$1.57M Sell
18,273
-3,492
-16% -$298K 0.1% 239
2021
Q1 		$1.84M Buy
21,765
+1,188
+6% +$102K 0.13% 183
2020
Q4 		$1.81M Buy
20,577
+12,519
+155% +$1.1M 0.13% 181
2020
Q3 		$711K Buy
+8,058
New +$714K 0.06% 312

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's BND Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Total Bond Market (BND) stake by 5.2% in Q1 2026, buying an estimated $298K and bringing the position to 81,072 shares worth $5.97M. The position accounts for 0.07% of the portfolio, ranked #282.

Kestra Private Wealth Services first reported a position in BND in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q2 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Kestra Private Wealth Services held 81,072 shares of Vanguard Total Bond Market worth $5.97M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,022 Vanguard Total Bond Market shares in Q1 2026, an estimated $298K.
  • Vanguard Total Bond Market made up 0.07% of Kestra Private Wealth Services's portfolio in Q1 2026, its #282 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard Total Bond Market position peaked at $11.9M in Q2 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.